TCI Fund Management Ltd
Chris Hohn · As of Q2 2019 · filed Aug 14, 2019
| CHTR CHARTER COMMUNICATIONS INC-A | 20.7% | Reduced −1.6% | 9,716,058 | $3.84B |
| GOOG ALPHABET INC-CL C | 20.3% | Added +45.3% | 3,476,095 | $3.76B |
| CANADIAN PAC RY LTD | 12.9% | Added +3.4% | 10,157,465 | $2.39B |
| MSFT MICROSOFT CORP | 11.9% | Reduced −6.1% | 16,425,574 | $2.20B |
| CNI CANADIAN NATL RAILWAY CO | 9.5% | Added +47.7% | 18,992,423 | $1.76B |
| MCO MOODY'S CORP | 6.3% | Held | 6,022,912 | $1.18B |
| ELV ELEVANCE HEALTH INC | 4.6% | New | 3,012,085 | $850.0M |
| UNP UNION PACIFIC CORP | 4.3% | Reduced −38.5% | 4,727,781 | $799.5M |
| GOOGL ALPHABET INC-CL A | 3.2% | Added +180.9% | 549,721 | $595.2M |
| SPGI S&P GLOBAL INC | 2.4% | Held | 1,982,414 | $451.6M |
| UNVREUR UNIVAR SOLUTIONS INC | 1.9% | Added +335.9% | 15,764,300 | $347.4M |
| EFX EQUIFAX INC | 1.2% | Held | 1,634,083 | $221.0M |
| V VISA INC-CLASS A SHARES | 0.8% | New | 870,100 | $151.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| FOXA FOX CORP - CLASS A | 11,050,164 | $405.7M |
| FOX FOX CORP - CLASS B | 3,516,883 | $126.2M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.